Manager, Financial Planning

In this role, you will support, scale, and develop a team that delivers proactive financial advice to Wealthsimple clients. As an experienced financial planner with CFP certification, you can foster world-class talent, cultivate an environment of growth and drive alignment across a cross functional team in a fast-changing, high-volume sales environment. This is not about managing traditional planners roles who deliver static plans. You’re building and nurturing a team of high-performance, tech-powered planners who help clients take action today—and drive growth for the business while doing it. You play a key role in empowering Canadians to reach their financial freedom goals! You’ll retain, build and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability, and creating clear paths for growth.